Net Interest

Net Interest

Home
Podcast
Banking Crisis
Archive
Leaderboard
About
Ode to America
A Personal History of American Finance
Jul 5, 2025 • Marc Rubinstein
Learning from Lloyd
Blankfein, Goldman and the Next Market Reckoning
21 hrs ago • Marc Rubinstein
NEW POD! How Credit Markets Shaped a Nation with Sarah Quinn
Net Interest Extra ep 19
Mar 3 • Marc Rubinstein
52:48
Two Tribes
Private Credit, Public Markets and the AI Reckoning
Feb 27 • Marc Rubinstein
AI and I
Claude Code, Bloomberg and the Battle for Data
Feb 20 • Marc Rubinstein
🎙️ Trends in US Banking: An Interview with John McDonald & Brian Foran
Net Interest Extra ep 18
Feb 17 • Marc Rubinstein
59:37
The Ackman Complex
Inside Pershing Square’s Insurance Bet
Feb 13 • Marc Rubinstein
Excel Forever
Claude, Excel and the Future of Market Intelligence
Feb 6 • Marc Rubinstein
Net Interest
Net Interest
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.
Recommendations
View all 30
Fintech Business Weekly
Fintech Business Weekly
Jason Mikula
Behind the Balance Sheet
Behind the Balance Sheet
Stephen Clapham
The Ruffian
The Ruffian
Ian Leslie
Liberty’s Highlights
Liberty’s Highlights
Liberty
User's avatar
Capital Flows and Asset Markets
Russell Clark
Meta Posts (Unlocked)
Next Steps for Net Interest
Net Interest is Going Paid
150 Not Out
The Market for Newsletters
Thirty Years in Finance
What Hasn’t Changed
Asset Management (Unlocked)
So You Want to Launch a Hedge Fund?
The Business of Hedge Funds
Peak Pod
The Industrialisation of Alpha
Other People's Money
The Quest for Permanent Capital: From Buffett to Ackman and Apollo
Banks in Disguise (Unlocked)
Banks in Disguise
Unmasking the Banks Inside 'Regular' Companies
The Points Guy
Inside the Business of Air Miles
LTCM: 25 Years On
The (real) reasons Long-Term Capital Management failed

Net Interest

AboutArchiveRecommendationsSitemap
© 2026 Marc Rubinstein · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture